Copper + Kajabi
Create or update Copper persons with new Kajabi form submissions
Improve your management process with this workflow that springs into action with every new form submission in Kajabi, effectively creating or updating a person's record in Copper. This efficient automation ensures that all your contact information remains up-to-date without additional manual intervention, helping you maintain an organized and streamlined CRM system. Keep your focus on building successful relationships while this workflow takes care of the data.
Improve your management process with this workflow that springs into action with every new form submission in Kajabi, effectively creating or updating a person's record in Copper. This efficient automation ensures that all your contact information remains up-to-date without additional manual intervention, helping you maintain an organized and streamlined CRM system. Keep your focus on building successful relationships while this workflow takes care of the data.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Create/Update Person
Creates or Updates a Person depending on the match criteria.
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